Continuing education
Attorneys, accountants, financial planners and advisors, trust officers, and insurance professionals have the opportunity to earn continuing education credit through courses offered by the Community Foundation.
Mid-South Planned Giving Seminar
The Community Foundation, the Planned Giving Council of the Mid-South, and the Jewish Foundation of Memphis co-host an annual seminar in the spring that addresses planned giving issues faced by professional advisors.
Allied Professionals Planning Conference
The Community Foundation, Estate Planning Council of Memphis, Financial Planning Association of Greater Memphis, and Planned Giving Council of the Mid-South co-host an annual seminar in the winter that addresses tax and planning issues.
Past events
Attendees enjoy continuing education seminar content and networking with other professional advisors.
Here to help
Jim Marconi, CAP®, IPA
Philanthropic Advisor
Cultivating relationships with professional advisors
Angela Richards
Philanthropic Services Associate
Information for prospective donors and professional advisors